Implementing a solution as comprehensive as CURO needs to be managed with care and a great deal of attention. Our team of implementation professionals are here to help you achieve the best possible outcome.

Merry Christmas to all our clients!

Real CRM for Financial Planning Businesses

With the advent of MIFID II, GDPR and RDR, legacy back office systems are struggling to remain fit for purpose in a modern financial planning practice.

The rapidly changing regulatory landscape, evolving customer service expectations and increased competition means that your technology needs to be much more than a new business reporting tool. It needs to be part of your business’s fabric, helping you remain compliant and profitable without increasing your workload and costs.

Optimise operational efficiency

Reduce costs, boost profits and liberate your people to spend more time on the things that matter. Automate your business with CURO’s powerful and easy to use tools.

Simple and quick adoption with HeadStart

Improving customer outcomes

Today’s service industry is about delivering results and meeting the expectations of your customers with a seamless and convenient service.

Too many businesses compromise on the time spent doing the things their clients value, due to an ever increasing compliance and administrative burden. CURO helps to automate the routine processes, reducing the load on your employees and releasing time for them to spend on the important things.

Reduce business risk

Running a business is about managing risk cost effectively. It’s a constant balancing act to avoid falling foul of the regulator, failing to deliver on your customers’ expectations, giving inconsistent advice or failing to identify worrying business trends due to a lack of meaningful business information. Addressing these risks without modernising your business processes can be difficult and expensive. The only way of addressing risk is to proactively design it out of your business. This means working in a systemised and measurable way, backed up with meaningful metrics that allow you to steer your business along a path that avoids the pitfalls and damaging obstacles.